Example Curriculum
Product Information
Available in
days
days
after you enroll
Insolvency Statuses
Available in
days
days
after you enroll
First call process
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days
days
after you enroll
Customer Follow up process
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days
days
after you enroll
Validation
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days
days
after you enroll
- Verbal Validation
- Creditor Email Validation (7:00)
- Creditor Verbal Validations- Insolvency
- How to resend a PCF-Privacy consent form through genesis to the creditor (2:37)
- Sending LOA (2:01)
- Validation using the credit report (5:09)
- Identifying other debts using the credit report (3:54)
- Resending PCF to creditor on the phone (2:37)
- Financial councillor script (1:42)
- Completing a SOFP (2:23)
Drafting
Available in
days
days
after you enroll
- Pending Assessment (2:33)
- Using ABS (3:54)
- Expenses in a DA
- Using Budget Matrix (3:15)
- Asset Valuation (4:22)
- Bank Statements for drafting (51:10)
- What is voting? (6:35)
- Completing the Budget (10:30)
- Income Calculations (8:45)
- Using centrelink calculator (2:27)
- Completing the DAP on Genesis (6:24)
- Case Assessment
- DAP document right signature
- Sending DA1 (4:57)
- Manual sent to sign docs (3:31)
- Prelobby
- Rejected by Creditors
- Domestic Violence
Compliance
Available in
days
days
after you enroll
Cancellations, Complaints and resells
Available in
days
days
after you enroll
Generic processes
Available in
days
days
after you enroll
Bankruptcy
Available in
days
days
after you enroll
Client Disengaged
Available in
days
days
after you enroll
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